Customer-centric Financial Advisor providing exceptional service throughout the customer’s journey, discovering needs, providing expert advice, and building comprehensive plans.
Responsibilities
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
Nurturing strong, long-standing relationships
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Compensation
Competitive compensation and benefits package... competitive incentives
Responsibilities
Establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.
Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning.
Deliver trusted financial advice to clients regarding their investments and retirement planning.
Craft personalized financial strategies and solutions.
Planificateur financier dans un réseau de succursales de détail, responsable de la gestion de portefeuille clients et de la réalisation d'examens financiers complets.
Compensation
Bénéficiez d'un programme de rémunération compétitif
Responsibilities
Réaliser des examens approfondis pour les clients assignés, y compris la planification de la retraite, la gestion de patrimoine et la planification successorale
Fournir des conseils financiers fiables aux clients concernant leurs investissements et leur planification de retraite
Utiliser des outils technologiques avancés pour améliorer les interactions avec les clients et rationaliser les processus
Atteindre ou dépasser les objectifs de vente de dépôts et d'investissements négociés
Requirements
Certification en tant que Représentant de Fonds Communs de Placement en règle avec les exigences de licence
The Associate Portfolio Manager is a trusted advisor of private wealth services meeting high net worth clients’ short- and longterm holistic wealth management and investment growth goals through a firm wide investment strategy and a disciplined wealth management process.
Responsibilities
Deliver an exceptional client experience and wealth advisory value proposition
Build, retain, and deepen profitable client relationships
Maintain a thorough understanding of clients’ goals, circumstances, and wealth needs
Identify opportunities to grow assets and expand relationships
Leverage Scotia Wealth Management products, services, and specialists to deliver integrated wealth solutions
As a Regional Estate & Trust Administrator, you will provide Estate & Trust Consultants (ETCs) with the support they require to drive new business and advisor engagement within their regions, while maintaining a high level of client service, quality control and operational efficiency.
Compensation
Employee Referral Program – Potential Reward: $1,000.00
Responsibilities
Supports ETC prospecting and pipeline management activities
Ensures new opportunities are properly captured and tracked within Salesforce
Liaises with planning teams and Total Wealth Managers (TWMs) to incorporate estate and trust planning into total wealth proposals
Supports the ETC sales process including file preparation (paper or digital) prior to discovery meetings
Prepares new business documentation such as fee agreements and account opening documentation
Requirements
University degree or equivalent
Nice to have: Certificate in Estate and Trust Administration
Manage day-to-day gateway operations to ensure efficient and reliable movement of air freight through the network and optimize carrier capacity utilization.
Compensation
The target base salary range for this position is between $70,000 and $80,000.
Responsibilities
Manage day-to-day gateway operations to ensure efficient and reliable movement of air freight through the network.
Optimize the utilization of procured air freight capacity to maximize operational and commercial performance.
Procure spot market capacity when required to meet customer demands and service commitments.
Ensure compliance with carrier requirements, aviation security regulations, safety standards, and company policies.
Coordinate inbound and outbound freight activities, ensuring timely and cost-effective cargo movement.
Provide comprehensive veterinary support services including physical examinations, anesthesia monitoring, radiology, and patient recovery at Dalhousie Varsity Animal Hospital.
Responsibilities
Perform physical examinations and patient assessments
Assist in catheter placement and anesthesia monitoring
Conduct radiology and venipuncture procedures
Manage patient records and documentation
Support surgical preparation, assistance, and patient recovery
Requirements
Veterinary Technologist or Animal Health Technologist program
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